Financial Solutions Advisor - Registration Candidate - West Houston Area

Bank of America

Katy, Texas, USA
Securities industry essentials (sie)
Series 7 and series 66 licenses
Client relationship management
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • We will equip you with everything you need as you move through the stages of development.

Matching Summary

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Skills & Requirements

Must-have

  • Securities Industry Essentials (SIE)
  • Series 7 and Series 66 licenses
  • Client relationship management
  • Consultative approach with clients
  • SAFE Act registration requirements

Nice-to-have

  • Spanish speaking skills
  • Financial services industry experience
  • Sales experience
  • Executive presence
  • Strong peer relationships

Key Requirements

  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 Days
  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity
  • Experience in cultivating client relationships
  • Success creating strong peer relationships
  • Results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology

Work Rights

Not specified

Tailored Resume

Cover Letter